What is the legal way for my significant other to leave his retirement and social security benefits to me after death?
Heidi's answer
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Answered on July 14, 2018
As everyone else has said, you are not getting social security benefits if you are not married at the time of his death. If his retirement is in...
What happens if the insured of a life insurance policy dies and the beneficiary is the deceased husband of the beneficiary.
Heidi's answer
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Answered on July 14, 2018
If the only asset in your grandfather's "probate" estate (assets in his name alone with no joint owner and no beneficiary designation) is the life...
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Dad died 4yrs ago. Mom in nursing home, son just found life ins. policy. Son beneficiary. Someone (not son) cashed it. Who did?
Heidi's answer
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Answered on July 13, 2018
If Mom is in skilled nursing and receiving Medical Assistance, it would not be unlikely that the policy had to be cashed in for her to be able to...
Archived
How can I get a deed changed to my name. It was my uncles house and I've lived here with him for over 20 + years, now he is gone
Heidi's answer
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Answered on July 12, 2018
There are too many facts to understand to give you a correct answer. You do need to see an attorney. If you are low income, check with your local...
I am decent's spouse Do I have ti file Rev-1500 If i have only None Probte Assets like,[TOD]--life insurance and 401K ..
Heidi's answer
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Answered on July 12, 2018
The correct answer is yes. Life insurance is not taxable and does not go on the return at all, but a 401(k) is taxable and does belong on the...
Archived
How do I get all the financial documents from the trustee (financial institution). I am an heir. Pennsylvania
Heidi's answer
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Answered on July 12, 2018
If you are a beneficiary of the trust, you have a statutory right to receive information about the trust, such as statement copies which should...
Archived
How can I not be held responsible for handling an estate in the event of the death of a divorced parent without a will?
Heidi's answer
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Answered on July 12, 2018
You cannot ever be forced to serve as administrator (where there is no Will) or executor (where named in a Will) no matter who the decedent is. If...
How can Pennsylvania REV-1500 inheritance tax be included as an administrative expense on Schedule H?
Heidi's answer
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Answered on July 09, 2018
Many things are paid during an estate administration, but all are not deductible. PA Inheritance Tax is not deductible. Neither are real estate...
Archived
Can the amount in the decedents IRA be estimated on the pa rev-1500 or does it need to be exact?
Heidi's answer
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Answered on July 06, 2018
Presuming that the IRA had a beneficiary designation on it, there would be no need for an executor as probate of the Will or an intestate probate...
How do I add my step daughter to the deed to my house ?
Heidi's answer
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Answered on July 05, 2018
There are a number of ways to ensure that someone you love receives your house. One way is to put someone's name on the house as a joint owner. ...
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